Financial planning doesn’t need to be a painful experience when you have a partner you trust.
With over a decade in the financial services industry, Kevin provides knowledgeable guidance in comprehensive financial planning services to assist our clients. He focuses on behavioral investment consulting, aiming to help clients make sound investment decisions while embracing emotions, but not succumbing to them at the detriment of their long-term financial well-being. Warm and genuine, Kevin enjoys distilling complex information into actionable advice to help the families and individuals we serve thoughtfully pursue their goals.
Before forming Golden Road Advisors in 2021, a registered investment advisor practice, Kevin was a financial advisor with Raymond James. Prior to that, he was a financial advisor with Morgan Keegan and a financial services specialist at AmSouth Bank. He earned a bachelor’s degree in finance from the University of Florida.
Kevin is an active member of his community and has been a member of the advisory board for The First Tee of Tampa Bay since 2011 and a committee member of the Tampa Bay History Center since 2013. He is also a board member of the Gasparilla Music Foundation, a charity he has been heavily involved in since 2012, and was previously the lead concierge for Safety Harbor SongFest. As a member of the Coppermugs, he is a community ambassador for the Valspar Championship at Innisbrook. Kevin is a member of the Propeller Club Port of Tampa and the Florida Gators Golf Boosters. He is also an alumnus of the Tampa Connection class of 2014 – members of which must be in or near middle management and destined for leadership in their community and company.
Originally from Clermont, Florida, and a sixth generation Floridian, Kevin lives in South Tampa with his wife, Stephanie, and their kids, Cole and Charlotte.